Contact Us
Portfolio Access
Willful

Our Team

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Advisors

anthony marchao

Anthony Marchao

CEA, CHS, CPCA, EPC, MFA, RIS

christopher anders

Christopher Anders

BA, CHS, EPC, MFA, RIS
jose pinguelo

Jose Pinguelo

Investment Funds Advisor
joan mcivor resize

Joan McIvor (Retired)

BA, CHS, MFA
richard evans

Richard Evans (Retired)

CLU

Admin Team

nadira baksh resize

Nadira Baksh

Investment & Administrative Support
marlene rocha resize

Marlene Rocha

Administrative Support
leslie toste marchao resize

Leslie Toste-Marchao

Operations Manager

SUBSCRIBE TO OUR NEWSLETTER

Read our Current Issue
 
 
 

FREE CONSULTATION

appointment email 1.png
BOOK A FREE CONSULTATION

Dealer

FOLLOW US ON SOCIAL MEDIA

Linkedin-in Linkedin-in
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Disclaimers
Privacy Policy
© Copyright 2025 AdvisorNet. All rights Reserved.